Naya Capital Management Uk LTD Portfolio Holdings

Naya Capital Management Uk LTD

  • $1.16 Billion
  • Q2 2025

Naya Capital Management Uk LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Applied Materials Inc with a value of $496M, Woodward, Inc. with a value of $342M, Unitedhealth Group Inc with a value of $190M, and Ferguson Enterprises Inc with a value of $0.

Examining the 13F form we can see an increase of $524M in the current position value, from $637M to 1.16B.

Naya Capital Management Uk LTD is based out at London, X0

Below you can find more details about Naya Capital Management Uk LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
Technology: $496 Million
Industrials: $342 Million
Healthcare: $190 Million
ETFs: $133 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$496 Million 42.7% of portfolio
2,706,855
Q2 2025 Added 12.85%
$15.1B
$342 Million 29.47% of portfolio
1,395,805
Q2 2025 Reduced 11.77%
$245B
$190 Million 16.38% of portfolio
609,376
Q2 2025 New
Ferguson Enterprises Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 10.46%

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $1.16 Billion
  • Prior Value $637 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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